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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Demmon is a financial advisor with LPL Financial LLC. Eric has been in the financial services industry since August 2002. Prior to joining LPL Financial LLC, Eric worked at BMO HARRIS FINANCIAL ADVISORS, INC. and M&I FINANCIAL ADVISORS, INC. Eric is registered with the state of Wisconsin and holds the Series 66, SIE and Series 7 licenses. Eric is also a Certified Financial Planner. Eric specializes in providing financial planning, portfolio management and consulting services to individuals and businesses. Eric's clients include corporations, individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and other investment advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
03/24/2021 - Present
LPL Financial LLC (GERMANTOWN WI)
WI
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (GERMANTOWN WI)
WI
05/31/2005 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (GERMANTOWN WI)
MN
08/08/2002 - 05/25/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 09/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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